HA
VO icon

Huntleigh Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Huntleigh Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Buy
8,760
+524
+6% +$40.6K 0.1% 167
2026
Q1 		$591K Buy
8,236
+1,264
+18% +$93.9K 0.1% 160
2025
Q4 		$506K Sell
6,972
-88
-1% -$6.4K 0.09% 165
2025
Q3 		$519K Sell
7,060
-16
-0.2% -$1.15K 0.09% 169
2025
Q2 		$495K Sell
7,076
-48
-0.7% -$3.15K 0.1% 157
2025
Q1 		$461K Sell
7,124
-1,216
-15% -$81.6K 0.11% 146
2024
Q4 		$551K Buy
+8,340
New +$566K 0.12% 131

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Huntleigh Advisors's VO Position: Q2 2026 in Review

Huntleigh Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 6.4% in Q2 2026, buying an estimated $40.6K and bringing the position to 8,760 shares worth $706K. The position accounts for 0.1% of the portfolio, ranked #167.

Huntleigh Advisors first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Huntleigh Advisors held 8,760 shares of Vanguard Morningstar Mid-Cap ETF worth $706K as of Q2 2026.
  • Huntleigh Advisors bought 524 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Huntleigh Advisors's portfolio in Q2 2026, its #167 holding.
  • Huntleigh Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.